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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
851
EP Wealth Advisors
California
$488K +$2M +19,192 New
GL
852
Graypoint LLC
New York
$486K +$34.9K +335 +8%
CAAS
853
Capital Asset Advisory Services
Michigan
$483K -$56.3K -541 -10%
ACM
854
Acrisure Capital Management
Texas
$482K +$67.9K +652 +16%
QCG
855
Quadrant Capital Group
Ohio
$480K -$94K -903 -16%
WTC
856
WhitTier Trust Company
Nevada
$478K +$25.5K +245 +6%
ACL
857
Applied Capital LLC
Florida
$477K -$11.1K -107 -2%
SF
858
Summit Financial
New Jersey
$476K -$68.8K -661 -13%
LT
859
Legacy Trust
Michigan
$472K -$14.1K -135 -3%
RMAM
860
Raab & Moskowitz Asset Management
New Jersey
$472K – – –
FI
861
Financial Insights
Washington
$472K +$471K +4,523 New
CT
862
Coastline Trust
Rhode Island
$471K -$28.1K -270 -6%
BPA
863
Beacon Pointe Advisors
California
$470K -$25.2K -242 -5%
ANTB
864
AMG National Trust Bank
Colorado
$470K -$33K -317 -7%
CWM
865
Chesapeake Wealth Management
Virginia
$470K -$5.52K -53 -1%
VSQM
866
V-Square Quantitative Management
Illinois
$469K +$468K +4,497 New
SIA
867
Schechter Investment Advisors
Michigan
$462K -$155K -1,486 -25%
MWM
868
Mattern Wealth Management
Kansas
$459K -$672K -6,453 -59%
PCM
869
Pointe Capital Management
Michigan
$450K -$24.9K -239 -5%
MOS
870
MGO One Seven
Ohio
$449K +$60.5K +581 +16%
LOAMU
871
Lombard Odier Asset Management (USA)
New York
$448K – – –
CFG
872
Citizens Financial Group
Rhode Island
$447K – – –
IFG
873
Independent Financial Group
California
$445K -$6.56K -63 -1%
FFM
874
Forum Financial Management
Illinois
$441K -$15.3K -147 -3%
RIA
875
Realta Investment Advisors
Delaware
$439K +$74.5K +715 +20%
33 34
35
36 37